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CIRCULATION ADMINISTRATION

Chapter 4. DEFINING LOCATIONS AND COLLECTIONS

   

 

Managing Locations for a Location Group

You can add locations to a location group or remove locations from a location group.

To add locations to a location group:

  1. From the Location Groups screen (see Managing Location Groups for details), click the Edit Location Group image of Edit Location Group Icon icon for the location group you wish to rename.
    • The Define Location Group screen displays.

Define Location Group Screen

Define Location Group Screen

  1. Use the Available Locations list to select the locations you wish to add to the location group.
    • If desired, use the Filter Locations text box to filter the Available Locations list to show a subset of locations based on the term you enter.
      • Enter the term by which you wish to filter the Available Locations list in the Filter Locations text box.
      • The Available Locations list refreshes as you type to show only those location names that contain the term you enter.

      NOTE: Delete the term in the Filter Locations text box to return to the full Available Locations list.

  2. Click a location name in the Available Locations list to add the location to the location group.
    • The selected location name is removed from the Available Locations list and added to the Selected Locations list.
  3. Repeat step 3 as needed until all desired locations have been added to the location group.
  4. Click Save to save your changes. (Click Cancel to discard your changes and retain the previous location group selections.)
    • The system returns to the Location Groups screen with the new number of locations associated with the group shown in parentheses following the group name.
    • The message “Group saved” shows briefly at the top of the screen.

To remove locations from a location group:

  1. From the Location Groups screen (see Managing Location Groups for details), click the Edit Location Group image of Edit Location Group Icon icon for the location group you wish to rename.
    • The Define Location Group screen displays.
    • The Available Locations list shows all locations defined for your library that are not currently included in the location group. The Selected Locations list shows all locations that are currently included in the location group.
  2. Use the Selected Locations list to select the locations you wish to remove to the location group.
    • If desired, use the Filter Locations text box to filter the Selected Locations list to show a subset of locations based on the term you enter.
      • Enter the term by which you wish to filter the Selected Locations list in the Filter Locations text box.
      • The Selected Locations list refreshes as you type to show only those location names that contain the term you enter.

      NOTE: Delete the term in the Filter Locations text box to return to the full Selected Locations list.

  3. Click a location name in the Selected Locations list to remove the location from the location group.
    • The selected location name is removed from the Selected Locations list and returned to the Available Locations list.
  4. Repeat step 3 as needed until all desired locations have been removed from the location group.
  5. Click Save to save your changes. (Click Cancel to discard your changes and retain the previous location group selections.)
    • The system returns to the Location Groups screen with the new number of locations associated with the group shown in parentheses following the group name.
    • The message “Group saved” shows briefly at the top of the screen.